This article will teach you how to generate a report showing all Service Request details by filter and date.
- From the Property & Facility menu, click Reports.
- From the Property & Facility Reports page, navigate to the Service Requests section and click Service Request Activity Report.
- Once the Report: Service Request Activity Report window has opened, complete the form presented:
| Field | Explanation |
|---|---|
| Property | Select the applicable properties. |
| Building | Select the applicable building. |
| Tenant | Select the applicable tenant(s). |
| Request Type | Select the applicable Service Request work category. |
| Resource | Select the applicable staff user. |
| Status | Select the applicable status of work orders to display. |
| Period | Select or enter (MM/DD/YYYY) the applicable start and end dates. |
| Sort by | Select how you want the data in the report to be sorted. |
- Click either the Export to PDF, Export to Excel, or View Report button.
- Depending on the format selected, the report will either open up in a new browser tab (PDF or View), or you will be prompted to save the report to your device (Excel).